# Compare TaxDome vs HandiSoft 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare TaxDome and HandiSoft based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/186749-201961/TaxDome-vs-Sage-HandiSoft

---

# TaxDome vs HandiSoft Features and Cost Comparison

Last updated June 3rd, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

TaxDomeHandiSoft2/4 selected

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,593)](https://www.capterra.com/p/186749/TaxDome/reviews/)

[HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)[4.4 (100)](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

[## TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.7 (3,593)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$800.00/year

Value-for-Money

4.6

Functionality

4.6

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [3,593 reviews](#user-reviews)

Positive

3,471

Neutral

102

Negative

20

[## HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)[4.4 (100)](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

Starting Price

$2000.00one time

Value-for-Money

3.7

Functionality

4.3

Ease of Use

4.4

Customer Service

4.2

Reviews Sentiment

RY

KM

Based on [100 reviews](#user-reviews)

Positive

93

Neutral

1

Negative

6

## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 3,261 reviews from accounting practice management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

89%Fit

High performer

Feature ratings

Client Portal

4.8

Task Management

4.4

Client Management

4.7

Document Management

4.7

Due Date Tracking

4.5

70%Fit

Not enough reviews

Feature ratings

Client Portal

3.7

Task Management

3.0

Client Management

3.9

Document Management

3.9

Due Date Tracking

3.0

User satisfaction

User satisfaction

4.7

User reviews[3,593](https://www.capterra.com/p/186749/TaxDome/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.6

Customer support

4.6

User satisfaction

4.4

User reviews[100](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

3.7

Customer support

4.2

Price starts from

Price starts from

$800Per User, Per Year

-   Free version
-   Free trial

Price starts from

$2000Per Feature, One Time

-   Free version
-   Free trial

Best for

Best for

Accountants, Bookkeepers and Tax Professionals

Best for

Tax agents and accounting firms who need powerful tax and compliance software or need a full solution to help manage practice workflow and productivity.

## User reviews

Pros & cons

Landon R.

Managing Partner

> "The client portal improves collaboration and professionalism, and having documents, billing, and messaging in one place saves a lot of time. While there is a small learning curve at..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

BU

Brandon U.

CEO

> "I'd like to be able to determine if I'm generating a profit after paying my contractors, but given that I bill in a variety of ways it's been difficult to create a report that..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7082502)

BH

Brianna H.

Tax Manager

> "The organizers are easily reviewed and edited, the pipelines when set up properly allow the workflow to go over easy, and the tax return delivery amongst the abilities to tick mark..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147)

Anastasia A.

CEO

> "I also have issues with the reporting for invoices, its just really hard to see what the incoming recurring revenue is and also the value of the proposals prior to them being signed."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567)

AT

AUDREY T.

Practice Manager

> "Streamlines tax season and makes the overall workflow smoother, Improves organization of documents and client information, client and staff communication through one centralized..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126350)

Landon R.

Managing Partner

> "One con of TaxDome is that the learning curve can feel a bit steep at first—especially for teams switching from multiple separate tools or less structured systems."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

Amit M.

Partner

> "the mobile app delivers a polished mobile experience that effectively complements its desktop platform and enhances workflow efficiency for modern tax professionals."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126414)

JE

John E.

President

> "The payments and QBO link is difficult, the lack of the ability to work on documents in Tax Dome and the inability to copy files to a new folder is a little kludgy. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7000304)

Michelle I.

Software Implementation and Interim Management Consultant

> "That recovered time can then be reinvested into expanding service offerings, deepening client relationships, and developing higher-value services such as advisory and tax..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072463)

SA

Stetson A.

Tax Pro

> "For example, when a client signs an engagement letter and sets up recurring billing, it doesn’t clearly show on the client’s account."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

VR

Verified Reviewer

CPA

> "Tax Return Delivery has been a game changer for my practice and how I deliver tax returns and inform clients about upcoming payment deadlines."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7115615)

BS

Brandi S.

Enrolled Agent

> "Some customization options also feel limited unless you spend extra time adjusting workflows or templates."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126405)

BH

Brianna H.

Tax Manager

> "The automations save so much time, the communication features allow for a seamless interaction with clients, the integrated website is invaluable!"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7106147)

SO

Sam O.

Operations Manager

> "Having features that we would greatly benefit our tax season but not coming out until the end of Q1 \[end of tax season\] isn't helpful to us."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067759)

VR

Verified Reviewer

Firm Administrator

> "The specific components of the program that are used most by our firm, workflow/pipelines and time/billing have become easy to navigate and we are always finding new ways to..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7140353)

SJ

Susan J.

Director of Accounting

> "This was extremely disheartening when I lost a few spreadsheets, Notes, and other documents that IT said could not be retrieved."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067921)

Sheree W.

President - Chief Solutions Officer

> "With the use of pipelines, I can automate much of my communication with my clients, and I can easily request payments through the integrated system with Stripe."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6877534)

JG

Jordan G.

Owner

> "The client might not like the idea that they have this open invoice that says it's due now, when you don't need them to pay until months later."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7102310)

SA

Stetson A.

Tax Pro

> "Clients can securely upload documents, sign engagement letters, and communicate with us all in one place."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

Michelle I.

Software Implementation and Interim Management Consultant

> "Many practices are looking for a simple, quick setup and are discouraged by the upfront time and effort required to implement new systems."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072463)

NA

Nancy A.

CPA, Founder

> "I especially appreciate the Gmail synchronization and the ability to use email templates throughout every step of my workflow — it saves a lot of time and keeps communication..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6849466)

Anastasia A.

CEO

> "I dont like how the proposals cant have a draft form and you cant really duplicate it for the next year. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7071567)

SA

Stetson A.

Tax Pro

> "It has made our processes much smoother and more professional. If you run a tax or accounting firm and want to streamline operations, improve organization, and create a better client..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

MP

Maggie P.

Supervisor

> "Lacks a good time tracking feature, lacks easy to produce management reports, hard to follow terminology."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7070518)

AL

Alex L.

Tax Preparer

> "Templates, secure messaging, and document management all work together to keep clients moving and reduce bottlenecks."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126363)

MM

Moe M.

Owner

> "Pipeline is a bit hard to figure out - tad hard to use the document area when you are reviewing a tax return - often when you click the back button or close document it brings you..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696858)

EF

Erin F.

President, CEO

> "The ability to customize and automate workflows gives me back time needed to manage other company concerns."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7054540)

VR

Verified Reviewer

Tax Consultant

> "The interface can feel a bit overwhelming first and it takes some time to learn all the features."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7133067)

RB

Rebecca B.

Tax Accountant

> "It's just me and my boss here, and we were able to accept new clients this year, because of how much extra time TaxDome freed up, with more people uploading than face to face..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721)

SL

Sofia L.

Head Administrative Assistant

> "Also, we are unable to change the amount placed on a credit card, only a client can make a partial payment."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032892)

RH

Rachael H.

Owner

> "They made billing and taking payments so simple and more than 2 thirds of my clients were able to easily use the software, higher than any other platform."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7047327)

JD

JIll D.

Owner

> "I also do not like the workflow I currently have and there are lots of other CRM softwares for bookkeeping that integrate the client questions with the CRM for ease of use. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7000000)

MH

Michelle H.

Owner and CPA

> "I like that you can pull IRS tax transcripts straight from there. And once you do get all the way of setting it up, the automations are great if they do what you need them to do."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7108515)

RW

Robert W.

Tax Manager

> "I can't enter item charges before creating an invoice, I have to enter 1 hr time entries."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6849443)

BS

Brandi S.

Enrolled Agent

> "The client portal is clean and professional, making it easy for clients to upload documents and sign forms securely."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126405)

FD

Flor D.

Owner

> "Like the worklflows - still not in place because I do not have the time to learn about it- even spent money hiring someone to do it but every time but when something minimal changes..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7038141)

Jill A.

President - Owner

> "The pipeline makes it easier to keep up with clients and for us to know where each client is in the tax preparation process."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7072178)

SA

Stetson A.

Tax Pro

> "I did an invoice and it didnt show up for me or the cleint tried it liek 5 times"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7109187)

NY

Nikea Y.

Office manager

> "I like Taxdome very much, I use to to follow up with our hundreds of T1 clients, and all the status are clear, no need to check with clients back and forth"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126334)

DS

David S.

Director of Process Development and Training

> "Trying to locate videos and articles is daunting. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126366)

Laura O.

President

> "It’s a solid long-term solution for practitioners who want to streamline their tech stack and deliver a more professional client experience."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7086057)

RA

Robert A.

Tax Preparer

> "Also, it's a bit annoying to sign in that requires 2-step verification everyday even i click "remember for 30-Day..""

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7049176)

LH

Lisa H.

Office Manager

> "For example, it would be very helpful to have short codes for account-level fields like client name and address, which are currently not available or are skipped."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067775)

Joaquin S.

Enrolled Agent - Accountant

> "I do not like the fact that digital boards have not been working since we started using TaxDome about a year and a half ago."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7129223)

AL

Alex L.

Tax Preparer

> "My overall experience with TaxDome has been strong. Once the system is set up, it turns tax season into a streamlined, organized workflow instead of a scramble."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7126363)

LV

Luis V.

CPA

> "I believe the learning curve is a challenge, at the time of implementation I got changed my implementations over and over and they missed over and over their appointments due to..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6679061)

Landon R.

Managing Partner

> "Overall, TaxDome helps streamline processes, reduce back-and-forth, and makes managing a growing practice much more manageable."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7066648)

LW

Lakisha W.

Enrolled Agent

> "The pricing is high to add additional users and there are constant issues going on."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7088592)

RB

Rebecca B.

Tax Accountant

> "Wish we would have found this program sooner, it definitely helped decrease the overall general stress of tax season, decreased the amount of back and forth phone calls chasing..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032721)

Louis G.

Founder

> "The process system and sharing with clients is extremely confusing and concluded."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7082275)

Laura O.

President

> "There is an upfront learning curve during setup, but once workflows are configured, the day-to-day operations run noticeably smoother."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7086057)

DZ

David Z.

Administrative assistant

> "Also syncing data to accounts with more than one contact is challenging, i really wish it was possible to sync data from the organizer easier."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697211)

YD

Yulia D.

President

> "I love that everything: clients, documents, billing, and tasks is in one system, which saves me time and helps me focus on higher-value work."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7020544)

AM

Alondra M.

Insurance Agent

> "I dislike how I am unable to rename documents after they have been uploaded but its not bothering me to an extent that I would stop using this app."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6869707)

DL

Dmitriy L.

CEO

> "easy to manage all clients in one place, access to all documents, electronic signature, payments and reminders"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067874)

LV

Luis V.

CPA

> "The lack of fully integration with Drake, QBO and that you cant CC when do it an email or that you can forward an email."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6679061)

JC

Jacob C.

CEO

> "It has saved my bacon more time than I can count because it manages projects and keeps 95% of client communications in the platform, allowing the team to see and access each client's..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6602790)

DM

Danielle M.

Owner

> "I also don't care for their proposal system, and last I checked, I can only setup recurring payments through Stripe and not with CPA Charge."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6681527)

JS

Jonathan S.

Owner

> "It assists me in tracking workflows, communicating with clients and staff, and obtaining signatures, payments, and engagement letters."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6696553)

SW

SHAWN W.

Firm owner

> "This means, in theory, you would have to add each seasonal user to each client file each new year.....unbelievable. "

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

SJ

Susan J.

Director of Accounting

> "I do like the fact that the clients can upload their data and that we can also put information in as providers."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7067921)

SW

SHAWN W.

Firm owner

> "As a former manufacturing and process engineer, this was awful and a giant RED FLAG. When we questioned them again, we were told it was a "big misunderstanding," and that the..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

AW

AUSTIN W.

CEO

> "I like the program has the capacity to allow our tax firm to create pipelines/jobs that work with our office flow, and we are not stuck with a generic platform."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697286)

JK

Joe K.

Staff Accountant

> "Of the top of my head I can't think of something I don't like about TaxDome, If I had to be picky it would perhaps be the desktop app isn't to my liking. But I use the browser..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032666)

JA

Joana A.

Disc jockey

> "It offers robust workflow management tools that allows to create customized workflows, automate tasks, and track progress efficiently."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6352801)

Doug J.

Owner

> "The automations don't allow for as much customization as I'd like."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6860540)

TN

Tyler N.

Tax Manager

> "This program is everything a boutique accounting firm needs if you do tax preparation, sales tax, payroll, 1099-filings, bookkeeping, and so much more."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6680015)

RH

Raul H.

Administrative Assistant

> "Pretty frustrating when you cannot allocate too much time to one document/client and need to keep moving."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7027888)

EG

Emelie G.

Owner

> "It was a slow process for me to get started and that is not on Tax Dome but now it has increased my customer service tremendously with my clients and well as helped my staff..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6673391)

SW

SHAWN W.

Firm owner

> "Even if we had successfully onboarded, the learning curve for the staff, and even the seasonal staff, would have been very steep and costly."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___7051539)

ZS

Zach S.

Senior Tax Accountant

> "It’s also great that clients are able to make payments through the portal and easily send a chat or a text with all of their questions."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7032716)

VR

Verified Reviewer

CPA

> "It also has been really buggy recently with all of the new features they are rolling out."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7115615)

DD

Deanna D.

Tax Preparer and Bookkeeper

> "I also love that there is an app making it easy for clients to submit documents and initiate chats using their phones."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7085445)

LM

Lyndsi M.

CPA

> "My firm is small so not a ton opportunities for software failure."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7096751)

SS

Sheanice S.

Staff Accountant

> "The program simplifies all of out firm processes from data collection and storage, client communication, and workflow and task management."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6633583)

SP

Sheila P.

Client

> "Then I showed them an email notification for a chat that no longer existed and all of a sudden preparers can delete things that were mistakes."

[See full review](https://www.capterra.com/p/186749/TaxDome/#SoftwareAdvice___6819269)

SC

Stephen C.

CPA

> "All-in-one platform that saves time, streamlines workflow, and makes client communication and document handling easy."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6844041)

LP

Layla P.

CEO

> "they have a huge delay when send a agreements, also sometimes they create a task but dont send/create the invoice"

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6697601)

VR

Verified Reviewer

Firm Administrator

> "It has been user-friendly for both employees and clients, and we appreciate the customizable features and the customer service."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___7140353)

SR

Shelly R.

Owner

> "The emails confuse me because it shows as unread, when in fact they've been read. When we purchased it, we were under the premise that back and forth migration with Lacerte was..."

[See full review](https://www.capterra.com/p/186749/TaxDome/#Capterra___6517191)

[View Reviews](https://www.capterra.com/p/186749/TaxDome/reviews/)

RY

Roxanne Y.

Accountant

> "My office is set up in my home, so I particularly appreciate the client portal function, which enables me to look after..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987867)

GB

Gregory B.

Director

> "Complete and utter rubbish for administrative support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#SoftwareAdvice___6841920)

KM

Kerryn M.

director

> "The interactive modules means we have Tax, Ledger, Time and Billing along with Document storage and also a Practice..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

ME

Matt E.

Director

> "Now you simply cannot get any help."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#SoftwareAdvice___6402554)

NA

Nyree A.

Director

> "The full integration of client management, time costing, invoicing, ledger, tax returns, document management, jobflow and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019996)

TW

Tamra W.

Accountant

> "Our system is server based and over the last two years as the product has become more cloud based the desktop version has..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002113)

SZ

SABINE Z.

MANAGER

> "I like the workpapers facility. Although we do not use the workpapers provided by the workpapers program, it enables us..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3013584)

KS

Karin S.

TAX AGENT

> "in 25 years - not bad, mostly hard if you start working and an error comes up - call the ATO and they advise it is a..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2996080)

KM

Kerryn M.

director

> "Having interactive modules makes management of our accounting practice easier and staff can be given access to only the..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

ET

Elena T.

Accountant

> "It is expensive, It is a bit outdated, I do not like their support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___4743126)

NA

Nyree A.

Director

> "The sue of DataHub is also beneficial in obtaining reports necessary to running and maintaining an accountancy practice."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019996)

KC

Kathy C.

Manger

> "HandiTax - working out why error messages appear can be difficult and time consuming and not always logical ie problem..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002250)

JP

Jeremy P.

Accountant

> "I like the fact that the modules are integrated and the transfer of data between them is seamless"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987976)

ET

Elena T.

Accountant

> "It takes an hour on average to get through their support team"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___4743126)

PD

Pamela D.

Tax Agent

> "I have been using Handitax for years, it has always been easy, reliable, quick , easy to send returns by email to clients,..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3008190)

MJ

Melanie J.

Director

> "The feature that i least like is that the software is expensive to add on other modules when other provides are offering..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3018219)

RY

Roxanne Y.

Accountant

> "I like that it's fully integrated, and I can have everything for each client in one place. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987867)

MH

Michael H.

Principal

> "The only downside to the software I have ever found is the is the number of characters allowed on a line of imput."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011102)

CI

Catherine I.

Owner

> "I like the document layouts as they are easy to talk through with clients and clients like the layout of the reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004608)

FG

Frank G.

Business Owner

> "I tried valiantly a few times to venture into this, but the complexity, the lack of ease, the difficulty that requires..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988036)

TW

Tamra W.

Accountant

> "Ease of use, low rate of error or interruption of service and effective for the purpose of build allowing you to extend..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002113)

RR

Ratna R.

Principal

> "On HandiTax, the tracing of tax return errors is sometimes difficult to navigate."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989997)

NF

Neil F.

Tax Consultant

> "It suits our business and helps with both clients and reporting requirements"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010838)

NW

Nicole W.

Director

> "The errors it generates are often not easy to resolve as they are not related to a specific item of the tax return."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3032617)

JR

Justine R.

Accountant/Director

> "This software is customisable so you only need to pay for the modules you require and it is easy to use once you have..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989745)

MH

Malcolm H.

Accountant

> "The cloud functionality is pale in comparasion to server version."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#GetApp___3391729)

MH

Michael H.

Principal

> "The Product is very easy to use even for a "newey" with self explanations if in doubt and errors being flagged and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011102)

LC

Leann C.

Accountant

> "The handiledger product was a bit more less user friendly and could sometimes be frustrating when navigating reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3020042)

GF

Graham F.

Sole Practitioner

> "Had a very good relationship with the original developer \[SENSITIVE CONTENT\] and loved the time difference between NSW and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2992721)

PP

Pamela P.

Director

> "Really difficult to train staff on new software and then you are required to pay more for training. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3005202)

HM

Helen M.

Accountant

> "It is very user friendly, straight forward in its approach to tax, logical in its set-up, easy to teach to new staff..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010863)

DC

Donna C.

Sole Practitioner

> "I find it difficult to adjust/create my own personalised reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002282)

CI

Catherine I.

Owner

> "For me the best software for reporting to clients"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004608)

JR

Justine R.

Accountant/Director

> "Does have some issues with compatibility with some online softwares."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989745)

MY

Mary Y.

Principal

> "I have stayed with them, despite the lure of the online tax software suppliers because of their phone support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987831)

AB

Anthony B.

Accountant

> "Some functions don't work properly on early issues."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010840)

GF

Graham F.

Sole Practitioner

> "Many of the early improvement came from some of our requests for additional features."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2992721)

DW

Dennis W.

Accountant

> "Occasionally cannot decipher the error reports"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988237)

CP

Claude P.

Director

> "Handisoft is the program we have used for 25+ years from its inception and we have grown with it and noted its benefits..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987856)

AG

Angela G.

Accountant

> "I didn't like SuperFund, I found it was a little clunky and less streamlined"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987854)

CP

Claude P.

Director

> "Clear usable program with minimal fuss of movement between modules"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987856)

DR

Dewan R.

Practice Owner

> "integration with other system is difficult and confusing."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002691)

GJ

Greg J.

Accountant

> "Ease of use and portability, the training and support available as well as the friendly staff I have dealt with."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987934)

HL

HELMUT L.

pRINCIPAL

> "Recently had problems with your sales department - I was not able to talk to anyone for a number of weeks"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989889)

SA

Stephen A.

Principal

> "I like the flexibility of editing transactions ."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988013)

KM

Kerryn M.

director

> "This has meant slower resolution to issues."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

NL

Nerida L.

Proprietor

> "Handisoft is very easy to use and I love how you can identify errors before lodgement. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987892)

AD

ANH D.

Tax accountant

> "very difficult to set up the client tax return cover."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987853)

RB

Roger B.

principal

> "One of the key features is the support offered."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987882)

BM

Barry M.

Accountant

> "The cost is very high and dislike how long it takes to get through to the help people bit silly"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002045)

PD

Peter D.

Accountant

> "It is very user friendly, however many reports are available, considering the amount paid."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988123)

RR

Rosanna R.

Sole director

> "Have been using this software for almost 20 years and have never had cause to look elsewhere for a solution to my needs."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987872)

RM

Rhett M.

Accountant

> "ATO compliance and lodgements are relatively easy to achieve."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019946)

HA

Henry A.

Accountant

> "Not able to easy set up various reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3020085)

RA

Robert A.

Principal

> "Easy to understand and can be adapted to all types of organisations."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011109)

GF

Gordon F.

tax agent

> "Recently... lack of a cloud solution."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002139)

RB

Roger B.

principal

> "Loved the seamless interaction of the modules."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987882)

VR

Verified Reviewer

Tax Accountant

> "The errors have always been a bit odd."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004866)

SA

Shirley A.

Principal

> "I continue to use Handisoft because I have been using it for over 25 years and just don't want to change now."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3005698)

BM

Barry M.

Accountant

> "shouldnt really have been put to market with so many issues"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002045)

LM

Luke M.

Principal

> "This was an easy to use product that works in well with our business systems."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987981)

FH

Frank H.

Tax Accountant

> "cost was too high"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002561)

[View Reviews](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

## User interface

4.72 (3,593)

[HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)

4.37 (100)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Accounting

207

Important

Accounting Integration

150

Important

Activity Dashboard

120

Important

TaxDome

Top features

43/50

-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Appointment Management
-   Approval Process Control
-   Approval Workflow
-   Audit Trail
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Configurable Workflow
-   Credit Card Processing
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Electronic Payments
-   Email Management
-   Expense Tracking
-   Financial Analysis
-   Financial Management
-   For Accountants
-   For CPA Firms
-   Generative AI
-   Invoice Management
-   Invoice Processing
-   Messaging
-   Multi-Currency
-   Online Payments
-   Progress Tracking
-   Project Management
-   Project Time Tracking
-   Reminders
-   Reporting/Analytics
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Staff Management
-   Status Tracking
-   Task Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Timer

[See all features](https://www.capterra.com/p/186749/TaxDome/#features)

HandiSoft

38/50

-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Appointment Management
-   Approval Process Control
-   Approval Workflow
-   Audit Trail
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Configurable Workflow
-   Credit Card Processing
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Electronic Payments
-   Email Management
-   Expense Tracking
-   Financial Analysis
-   Financial Management
-   For Accountants
-   For CPA Firms
-   Generative AI
-   Invoice Management
-   Invoice Processing
-   Messaging
-   Multi-Currency
-   Online Payments
-   Progress Tracking
-   Project Management
-   Project Time Tracking
-   Reminders
-   Reporting/Analytics
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Staff Management
-   Status Tracking
-   Task Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Timer

[See all features](https://www.capterra.com/p/201961/Sage-HandiSoft/#features)

### Recognition

TaxDome

Best Value Tax Practice ManagementSoftware (2022) 

No recognitions have been awarded to HandiSoft

### Deployment & support

TaxDome

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

HandiSoft

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

TaxDome

-   By TaxDome
-   Located in United States
-   Founded in 2017

HandiSoft

-   By The Access Group
-   Located in United Kingdom
-   Founded in 1996

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